Number of Shares
4,478.00
Current Holdings Value*
$972,310.00
% of Portfolio
2.28%
Total Estimate Gain
$384,267.27
% of Total Estimate Gain
59.55%

X-Square Balanced Fund's Garmin Ltd Holding Summary

As of 2025-03-31, X-Square Balanced Fund held 4,478.00 shares of Garmin Ltd(GRMN), totaling $972,310.00. This investment constitutes 2.28% of their stock portfolio, and X-Square Balanced Fund now holds 0% of the outstanding Garmin Ltd(GRMN) stock.

The initial trade took place in 2020Q1. And since then X-Square Balanced Fund has made 14 purchases of GRMN, at an average price of $131.80, for a total of 4,896.00 shares. In addition, there have been 1 sales at an average price of $97.63 for 418.00 shares. Based on historical transaction data and GRMN's current price of $220.80, X-Square Balanced Fund's estimated gain on his GRMN holdings is $384,267.27, reflecting a 59.55% gain to date.

X-Square Balanced Fund GRMN ($220.80) Holding Chart

X-Square Balanced Fund GRMN ($220.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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